Job Description

WHO WE ARE



HomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. As the only bank solely dedicated to serving homeowners 55 and up, we're passionate about helping Canadian homeowners live retirement on their terms. We live that commitment every day, with a range of reverse mortgage solutions that include our flagship CHIP Reverse Mortgage(TM) product.



OUR VALUES, OUR PASSION



At HomeEquity Bank, our values drive and inspire our actions with our customers, our partners and each other.

Customer-Focused. Passionate Advocates Courage to Act. Do the Right Thing One Team. One Vision Think Long-Term. Ever-Evolving Be Exceptional. Inspire Greatness

POSITION SUMMARY

Reporting to the Manager, Referred Marketing, the Associate, Marketing supports the development and execution of marketing automation strategies, performance tracking, and digital communications. This role manages activities related to the referral website (chipadvisor.ca) and partner-focused email marketing campaigns.

MAJOR ELEMENTS OF THE ROLE

Digital Marketing & Email Automation

Lead the use of Salesforce Marketing Cloud (SFMC) and GA4 for the referred marketing team. Manage end-to-end digital email campaigns, including automation, nurture flows, and list emails on SFMC. Develop scalable marketing automation strategies and secure stakeholder buy-in. Collaborate with the Referred Marketing Manager to plan and execute campaigns across digital channels. Build lead generation strategies using segmentation to improve partner conversion. Analyze campaign performance and optimize online and offline efforts to maximize ROI. Maintain and recommend updates to referral websites (chipadvisor.ca, chipconseiller.ca); WordPress and HTML experience preferred.

Reporting, Analysis & Budget Support

Monitor and report on marketing campaign performance using large datasets to identify optimization opportunities. Integrate Salesforce and GA4 data to track key metrics like partner engagement and campaign impact. Provide ongoing analysis and actionable insights aligned with business goals. Support budget tracking, forecasting, invoice processing, and vendor communications alongside the Referred Marketing Manager.

Marketing Program Management

Collaborate with internal teams and external partners on daily tasks such as content creation, campaign setup, A/B testing, and optimization. Write, proofread, and edit content for websites, email campaigns, advertisements, and social media. Partner across functions to deliver a seamless and impactful customer experience. Support partner relationship management and contribute to growth strategies including events, conferences, and educational programs. Oversee project timelines, editorial calendars, leadership updates, and content approvals in coordination with agencies.

SKILLS AND EXPERIENCE REQUIRED

Skills & Qualifications

2-4 years of marketing experience, preferably in financial services Bachelor's degree required; MBA or graduate degree an asset Proficient in Salesforce Marketing Cloud, WordPress, and HTML Experienced in campaign management, content development, copywriting, and basic design Skilled in analytics tools (GA4, CRM platforms) for data analysis and reporting Knowledge of social media management and CRM-based campaign execution Strong proficiency with Microsoft Office (Word, Excel, PowerPoint), Adobe Suite, and Canva Self-motivated, curious, and committed to continuous learning and process improvement Collaborative team player with experience working across departments and senior leadership Passionate about serving and empowering the 55+ demographic through impactful marketing strategies

WORKING CONDITIONS

Hybrid work environment

WHY WORK AT HOMEEQUITY BANK?



Great Environment

HomeEquity Bank offers a hybrid working environment supported with a culture of flexibility - an approach that is unique to each person, and that enables both business and individual needs to be met in a mutually beneficial way.

We pride ourselves in recognizing and celebrating performance, community service, teamwork, and diversity among our employees.



A Dynamic Culture - With People at the Centre

We believe our people make all the difference; our tireless commitment to inclusivity, professional development, and employee experience has been recognized through awards including the Greater Toronto's Top Employers 2024,Waterstone Canada's Most Admired Corporate Cultures 2022-2023, the Globe and Mail's Report on Business: Canada's Top Growing Companies 2022 (third year since 2019), Canadian's Mortgage Professional (CMP) Top Mortgage Employer 2023 for the third year in a row and Achievers Top 50 Most Engaged Workplaces 2023.



Growth and Opportunities

We provide challenging and rewarding careers in a wide variety of fields. We continuously develop and train our employees through professional growth opportunities and on-the-job training. We also encourage our employees to develop professionally and personally though a series of career developing programs including our Educational Assistance Program, designed to reimburse costs related to professional learning and development.



Celebrating Great Work and People

We believe in an environment that celebrates success, knowledge, leadership, and work that is inspired by our core values. For these reasons, we have created several programs that make it easy for our employees to say 'great job' to their colleagues and leaders.



From our Appreciate! Program to the High Five Award Program and President's Award Program, we recognize professional achievement with a variety of rewards including points towards gift cards, merchandise, and travel experiences, as well as group RRSP/DPSP contributions and more.



Our Community Leadership Program recognizes employees who make a positive impact in their communities through volunteer work with a grant for their charity of choice. Additionally, we provide employees with one paid day off each year to volunteer at their favourite local charity.



The Perks

HomeEquity Bank offers a competitive total rewards package that includes:

Extended health and dental benefits Employee & Family Assistance Program Employer-Matched Group Retirement Savings Plan Employee Share Investment Plan Well-being initiatives including: a wellness account; virtual self-care programs and extended mental health benefits Employee corporate discount for GoodLife Fitness

HomeEquity Bank is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Please note that our successful candidate is required to complete a background check.



Stay in the Know

Find out what we're up to online, and learn more about what makes HomeEquity Bank a great place to work:

LinkedIn

Youtube

Facebook

Twitter

Instagram

Chip.ca



Join Us! If you're ready to build the future of reverse mortgages, we want to hear from you.